Promotes products like loans, mortgages, term deposits, mutual funds, credit cards, and account packages. Provides exceptional service to members every chance they get Knows all our products, services, policies and procedures inside and out Sees sales opportunities and knows how to act on them to close sales Takes membership and credit applications Achieves individual sales goals and sets their own monthly job-related goals Provides great advice to our members to help improve their overall financial well-being Uses their discretion to approve credit and make sound financial decisions What skills does a Financial Advisor need to have? Retail banking and credit assessment experience The ability to work quickly without sacrificing accuracy Excellent communication skills A gift for identifying service or product referral opportunities A knack for answering questions clearly and solving problems Post-secondary education in Finance or related studies are a bonus Highly effective interpersonal skills and the ability to develop long-term relationships with members, potential members and co-workers